Partners: Set Up a New Customer¶

A series for partners. Watch the videos in order: together they take a new customer from nothing to users who are ready to make calls.

4 videos · about 7 minutes.

The videos use fictitious demo data: the customer "Acme Dental Demo" and its users.

1. Create a Customer Account and Its Users¶

2 min 20 s

What the video covers:

Create the account: Config › Tenant Accounts › Add. The realm, the account's unique SIP domain, is generated from the account name.
Timezone, technical contact and company address.
Service plan: the plan that sets the customer's rates.
Auto provisioning: on by default, so every user gets the desktop and mobile apps ready to use.
Limits: simultaneous calls and the number of users. Two-way flat rate concurrent calls stays at its default of 2: two simultaneous calls are included before calls are charged per minute.
Credit as fraud protection: credit is reloaded once per day, so it limits how much fraudulent calls can spend in a single day.
Work inside the new account with the account switcher.
Add users one by one (name, email, extension; the password is generated), and make one of them an admin.
Upload users in bulk from a CSV file. Only first name, last name, email and extension are required.

Users are created without an invitation: inviting them is the next video.

1 min 25 s

What the video covers:

Invite everybody at once: filter the Users list by Not Invited, select all, and in Bulk Actions click Send Onboard Emails. Each user gets a welcome email with a personal link to the Get Started site.
Follow the invitations in the Invitation column: Pending while the emails go out, then Sent. Hover a status to see when it changed.
See what your users get: Open Get Started Link shows the Get Started site, with the customer's name and the desktop, web and mobile apps in one place.
Magic-link login: each app signs the user in without typing a password.
When a user signs in to any app, their invitation shows as Accepted.

1 min 13 s

What the video covers:

Find the numbers: Config › Numbers › Phone Numbers. Each account shows its numbers and how many are free.
Add numbers: Add Numbers, then enter them in international format (+, country code and number), one per line, and Save.
Give a user a direct number: in the Used By column, choose the user. The number also becomes that user's outbound caller ID.
Keep a number free for the company's main number, which the next video sets up.
Check the result in Users, where the Numbers column shows each user's direct number.

The numbers in the video are fictitious (555-01xx).

1 min 22 s

What the video covers:

Open the PBX: the top bar's PBX opens SmartPBX, where the company's call routing is set up.
A ring group: Groups › Add Group. Name it, give it an extension, and drag in the users who answer; their phones ring together.
The main number: Main Number › Main Company Numbers › Add from Spare Numbers. The main number also becomes the company's caller ID.
Office hours: Office Hours Strategy › Custom Office Hours (Monday to Friday, 9:00 to 17:00) › Save Changes.
Incoming call handling:
Open Hours: calls ring the group, and go to voicemail if nobody answers.
After Hours: calls go straight to voicemail.
Save Changes confirms with "Call strategy successfully updated."